Partner Onboards Merchants
Choose Your Onboarding Path: Integrate via API, Use the Portal, or Share a Link
Three Ways to Onboard Merchants
Introduction
Partners can scale merchant onboarding using three flexible methods—pick one or mix them to fit your sales motion and engineering bandwidth.
- API Integration – best for high volume and automated CRMs/workflows
- Partner Portal – best for manual reviews or low/medium volume
- Self-Serve Link – best for inviting merchants to complete applications themselves
Quick comparison
| Path | Best for | Effort (Partner) | Notes |
|---|---|---|---|
| API | High-volume, automated pipelines | High (one-time) | Full control + status polling |
| Partner Portal | Hands-on, curated onboarding | Low | Guided UI, no code |
| Self-Serve Link | Broad reach, partner-light motion | Very Low | Merchant completes the form |
High-Level Workflow (all paths)
How to choose
- Pick API if you need automation, programmatic status checks, and tight CRM/ops integration.
- Pick Portal if you want a no-code, guided workflow for a curated pipeline.
- Pick Self-Serve Link to scale invites quickly; great for affiliate/referral motions.
Implementation: The Three Paths
1) API Path (Fully Programmatic)
- Authenticate → Get token
- Submit → Send application payload
- Query → Poll status by email + partnerNo (+ referralCode when relevant)
See also: Merchant Onboarding API
When to use: large volumes.
2) Partner Portal Path (Manual / Assisted)
- Create an application directly in the Pockyt Partner Portal
- Upload docs, validate fields with UI hints
- Track stage: Received → KYC/KYB → Risk Review → Decision → Activation
When to use: lower volume, high-touch onboarding, complex merchants needing guided entry.
3) Self-Serve Link Path (Merchant-Completed)
- Generate a unique onboarding link for a prospect
- Merchant completes and submits the form; you see progress in the Portal and/or via notifications
- Status mirrors the same underwriting stages
When to use: wide top-of-funnel, partner-light workflows, affiliates/referrals.
FAQs
- Can I mix paths? Yes. Many partners start with Portal/Link, then add API for scale.
- How do I track status with Link/Portal? Portal shows stages; you can also enable email/webhook notifications (if configured).
- What happens on RFI? Merchant (or partner) supplies missing info; underwriting resumes on receipt.
- When do Merchants get credentials? After approval, during Activation (MID/keys/fee tables).
Updated about 9 hours ago